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LVAEX vs RMFEX
LVAEX vs RMFEX Comparison
Open Charts LVAEX vs RMFEX
LSV Value Equity Investor
Price$26.95
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets1.37B
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
LVAEX vs RMFEX Comparison Chart
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LVAEX vs. RMFEX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LVAEX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. LVAEX (1.38B). RMFEX pays higher dividends than LVAEX: RMFEX (1.95) vs LVAEX (1.78). LVAEX was incepted earlier than RMFEX: LVAEX (11 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. LVAEX (10.00). RMFEX has a lower initial minimum investment than LVAEX: RMFEX (250) vs LVAEX (1000). RMFEX (12.78) and LVAEX (12.44) have marching annual gain over last year. RMFEX return over 5 years is better than : 39.96 vs. LVAEX (8.36).
| LVAEX | RMFEX | LVAEX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 3.296 | 2.167 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 103B | 1% |
| Annual Yield % from dividends | 1.78 | 1.95 | 91% |
| Returns for 1 year | 12.44 | 12.78 | 97% |
| Returns for 3 years | -4.17 | 13.63 | -31% |
| Returns for 5 years | 8.36 | 39.96 | 21% |
| Returns for 10 years | 40.13 | 71.41 | 56% |
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